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iShares Russell 3000 ETF
IWV

Overview Fund Activity

571 hedge funds and large institutions have $5.72B invested in iShares Russell 3000 ETF in 2020 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 139 increasing their positions, 193 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+55
Holders Change %
+10.66%
% of All Funds
10.13%
Holding in Top 10
52
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.92%
New
85
Increased
139
Reduced
193
Closed
20
Calls
$12.6M
Puts
$30K
Net Calls
+$12.6M
Net Calls Change
+$10.5M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$167M
2
Bank of America
Bank of America
North Carolina
$225M
3
Wells Fargo
Wells Fargo
California
$86.1M
4
GWM
Geneos Wealth Management
Colorado
$29.1M
5
QA
Quantitative Advantage
Minnesota
$21.1M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$681M
2
HF
HRT Financial
New York
$1.39M
3
BlackRock
BlackRock
New York
$204M
4
WI
WBI Investments
New Jersey
$0
5
Jones Financial Companies
Jones Financial Companies
Missouri
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIG
226
Partners Capital Investment Group
Massachusetts
$1.43M – – –
SPFA
227
Summit Place Financial Advisors
New Jersey
$1.42M -$96.8K -433 -6%
CFN
228
Cordasco Financial Network
Florida
$1.42M -$9.83K -44 -0.7%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$1.4M – – –
AC
230
Apella Capital
Connecticut
$1.4M -$189K -845 -12%
HF
231
HRT Financial
New York
$1.39M -$64.5M -288,642 -98%
OFG
232
Oxford Financial Group
Indiana
$1.38M – – –
NPF
233
Norris Perne & French
Michigan
$1.38M – – –
LWA
234
Lowe Wealth Advisors
Maryland
$1.37M -$22.3K -100 -2%
MFT
235
Moisand Fitzgerald Tamayo
Florida
$1.37M -$5.36K -24 -0.4%
CCMG
236
Clark Capital Management Group
Pennsylvania
$1.36M +$1.36M +6,088 New
FCM
237
Firestone Capital Management
Florida
$1.36M -$223 -1 -0%
Kayne Anderson Rudnick Investment Management
238
Kayne Anderson Rudnick Investment Management
California
$1.34M -$14.8K -66 -1%
CIC
239
Cornercap Investment Counsel
Georgia
$1.33M – – –
IBOK
240
Independence Bank of Kentucky
Kentucky
$1.32M +$65.1K +291 +5%
FCBT
241
First Citizens Bank & Trust
North Carolina
$1.32M -$31.5K -141 -2%
APG
242
Abacus Planning Group
South Carolina
$1.3M -$116K -518 -8%
MWPCG
243
Measured Wealth Private Client Group
New Hampshire
$1.29M – – –
LIG
244
Lokken Investment Group
Delaware
$1.28M +$1.28M +5,730 New
RIM
245
Rockbridge Investment Management
New York
$1.25M -$1.12K -5 -0.1%
PFS
246
Prospera Financial Services
Texas
$1.25M +$116K +517 +10%
BFPW
247
BOK Financial Private Wealth
Colorado
$1.24M -$10.1K -45 -0.8%
CFA
248
Capstone Financial Advisors
Illinois
$1.22M +$724K +3,239 +147%
EVM
249
Eaton Vance Management
Massachusetts
$1.21M -$4.47K -20 -0.4%
ADL
250
Asset Dedication LLC
California
$1.19M +$497K +2,221 +72%
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